Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SIMPLIFY EXCHANGE TRADED FUN (SVOL)

78 + Investors. Track Smart Money conviction in SVOL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — SVOL

Based on 76 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SVOL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
76 funds currently hold this stock — 86% of the 3.0-year high of 88 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold SVOL compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

39 buying39 selling
Last quarter: 39 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 15 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 39% new

■ 26% conviction (2yr+) ■ 34% medium ■ 39% new
Of the 76 current holders: 20 (26%) held >2 years, 26 held 1–2 years, and 30 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~18 new funds/quarter

25 → 21 → 15 → 17 → 18 new funds/Q
New funds entering each quarter: 21 → 15 → 17 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 56% of holders entered in last year

■ 29% veterans ■ 14% 1-2yr ■ 56% new
Of 78 current holders: 44 (56%) entered in the past year, only 23 (29%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
6 of 76 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SVOL

How many hedge funds hold SVOL — quarterly history vs. share price
Quarterly hedge fund ownership of SVOL vs. share price

Market Analysis: SVOL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SVOL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: SVOL
2026 Q1 Stats Unlock in 11 days 78 + Investors

Track Smart Money conviction in SVOL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 78 77 1.3%
13F Shares 4M 5M -17.72%
Total Value $71M $88M -19.58%
New Positions 18 18 -
Increased Positions 21 30 -9
Closed Positions 16 26 -10
Reduced Positions 32 29 +3
Total Calls 2 3 -33.33%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: SVOL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

78 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SVOL. Verified SEC 13F-HR filings.

Top 25 institutional holders of SVOL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key Capital Management, INC 1.73% 170,500 $2.6M
2 Owen LaRue, LLC 1.37% 232,818 $3.6M
3 Elevated Capital Advisors, LLC 1.18% 304,641 $4.7M
4 FSA Advisors, Inc. 0.87% 86,050 $1.3M
5 HOWARD BAILEY SECURITIES, LLC 0.77% 121,647 $1.9M
6 Legacy Wealth Managment, LLC/ID 0.76% 99,905 $1.5M
7 Authentikos Wealth Advisory, LLC 0.63% 60,400 $927K
8 Blackston Financial Advisory Group, LLC 0.51% 52,947 $812K
9 B.O.S.S. Retirement Advisors, LLC 0.47% 100,242 $1.5M
10 Claris Financial LLC 0.46% 45,257 $815K
11 Networth Advisors, LLC 0.39% 36,115 $554K
12 Park Edge Advisors, LLC 0.35% 97,673 $1.5M
13 Stirlingshire Investments, Inc. 0.30% 22,177 $340K
14 GREENBERG FINANCIAL GROUP 0.29% 46,373 $711K
15 Tactive Advisors, LLC 0.25% 57,857 $888K
16 Cambridge Advisors Inc. 0.15% 49,492 $759K
17 Luminist Capital LLC 0.14% 6,853 $105K
18 Gaddis Premier Wealth Advisors LLC 0.12% 10,500 $161K
19 Mosley Wealth Management 0.08% 10,325 $186K
20 Decker Retirement Planning Inc. 0.08% 11,565 $177K
21 Maridea Wealth Management LLC 0.06% 25,587 $393K
22 Discipline Wealth Solutions, LLC 0.06% 35,025 $537K
23 Whipplewood Advisors, LLC 0.05% 5,699 $87K
24 Ignite Planners, LLC 0.03% 11,291 $173K
25 Sigma Planning Corp 0.02% 38,875 $596K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SIMPLIFY EXCHANGE TRADED FUN (SVOL)

What does the Smart Money Trend signal show for SVOL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SVOL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SVOL?

Slight buying edge — 50% buying: Last quarter: 39 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SVOL holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 76 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SVOL?

Mixed — 26% long-term, 39% new: Of the 76 current holders: 20 (26%) held >2 years, 26 held 1–2 years, and 30 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.